Legacy Capital Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,036 shares of VIG stock, worth $370,857. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,036
Previous 2,032 0.2%
Holding current value
$370,857
Previous $370,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
N/A
4 Added 0.2%
2,036 $370,000
Q2 2025

Aug 13, 2025
BUY
N/A
251 Added 14.09%
2,032 $370,000
Q1 2025

May 02, 2025
BUY
N/A
221 Added 14.17%
1,781 $324,000
Q4 2024

Jan 30, 2025
SELL
N/A
-14 Reduced 0.89%
1,560 $284,000
Q3 2024

Nov 04, 2024
BUY
$182.15 - $182.15 $286,704 - $286,704
1,574 New
1,574 $286,000

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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